★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Portfolio123 vs Trackinsight
Portfolio123
Best for screeners and quant
Free • From $25/mo
Trackinsight
Best for ETF screeners and ETF comparison
Free • From $5000/yr
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The verdict
The bottom line
Portfolio123 and Trackinsight cover a lot of the same ground (8 shared categories, including data visualizations, portfolio, and watchlist), so for the basics you won't go far wrong with either. Portfolio123 simply does more: 19 categories to Trackinsight's 14, including screeners, quant, and stock ideas. Trackinsight counters by keeping things simpler.
Key differences at a glance
- Real-time data
- Portfolio123
- Cheaper paid plan
- Portfolio123$25/mo vs $416.67/mo
- Broader coverage
- Portfolio12319 vs 14 categories
- Desktop app
- Portfolio123
- Broker sync
- Portfolio123
- Asset coverage
- Portfolio123Adds stocks and closed-end funds
Choose
Portfolio123 if…
- Delayed quotes won't cut it; you need real-time data
- You want the cheaper way in: plans start at $25/mo instead of $416.67/mo
- You care about screeners, quant, and stock ideas, things Trackinsight doesn't offer
Choose
Trackinsight if…
- You care about ETF screeners, ETF comparison, and ETF analysis, things Portfolio123 doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $25/mo | Free • From $5000/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free Screener & Backtesting Access: duration days: 30 | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | No |
API access | Yes | Yes |
Broker sync | Yes | No |
Integrations | Interactive Brokers and Tradier | — |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +5 more | Retail Traders, Pro Retail +5 more |
Categories covered | 19 | 14 |
Regions | North America, Europe | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more | Latency: End of Day and Granularity: EOD |
Data partners | 4 partners: FactSet, S&P Global Market Intelligence +2 more | Nasdaq Data Link |
Capabilities | 6 signals: Custom formulas, Ranking backtests +4 more | 3 signals: Universe builder, Factor exposure +1 more |
| Try it | Visit Portfolio123 | Visit Trackinsight |
Standout features
What Portfolio123 does best
- Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias.
- Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems.
- Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues.
- AI Factor lets users train machine‑learning predictors for expected returns and plug the predictions into ranking systems, strategy simulations and asset-level analysis, with no-code model evaluation, blocked K-fold cross validation, lift charts and model/portfolio statistics.
- Homepage currently advertises 30 days of free screener and backtesting access with no credit card required, in addition to the free Manage module.
What Trackinsight does best
- Web-based ETF analytics platform with a global ETF screener, ETF comparison tools, ETF provider views, personal lists/watchlists and ETF Portfolio Insights modules for ETF investors.
- Global ETF screener covering a large universe of ETFs/ETPs (10k+ referenced in product copy) with filters for investment objectives, regions, themes, ESG characteristics and benchmarks.
- Side‑by‑side ETF comparison, including replication method, Trackinsight replication rating, tracking error/difference, performance, costs and sustainability metrics to support due diligence.
- Personal lists (“lists”) let users create, manage and monitor custom collections of ETFs as flexible watchlists for research and monitoring.
- ETF Portfolio Insights module to analyze, optimize and backtest ETF portfolios, providing portfolio-level views of performance, exposures, factor profiles and risk metrics, with advanced factor analysis powered by partner Scientific Portfolio (an EDHEC venture).
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsClosed-End Funds | ETFs |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/DevelopersFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsIndex/Passive InvestorsAnalystsFinancial Advisors |
Regions | North AmericaEurope | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: US and CAIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | EOD | EOD |
Data partners | FactSetS&P Global Market IntelligenceICE Data ServicesFRED | Nasdaq Data Link |
| Access & integrations | ||
API protocols | REST | REST |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Auth: APIKeyDocs |
Import methods | BrokerOAuthCSV | Manual |
Integrations | Interactive BrokersTradier | Not specified |
Export formats | CSVJSON | CSVExcelJSON |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderBroker syncRebalancingCorrelation | Universe builderFactor exposurePortfolio factor exposure |
Vendor & support | Portfolio123Support: Forum | TrackinsightCountry: FranceFounded 2014 |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$25/mo
Lower starting price
Plans & pricing
- duration days: 30
$5000/yr
Starting price
Plans & pricing
Coverage overlap
Shared categories
8Where the two tools cover the same ground.
Portfolio123 strengths
11What you only get with Portfolio123.
Trackinsight strengths
6What you only get with Trackinsight.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Portfolio123 and Trackinsight?
Portfolio123 leans toward screeners, data visualizations, and quant, while Trackinsight puts more weight on ETF screeners, ETF comparison, and ETF analysis. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio123 and Trackinsight cost?
Good news: both Portfolio123 and Trackinsight have free plans, so you can run them side by side and only pay if you hit a wall.
Do Portfolio123 and Trackinsight have APIs?
Yes, both offer API access, so developers and quants can pull data programmatically or wire up their own integrations.
Should I choose Portfolio123 or Trackinsight?
It depends on what you're after. Pick Portfolio123 if screeners and quant matter to you; go with Trackinsight if you'd rather have ETF screeners and ETF comparison. And if you only need the basics both share, let price decide.
What asset classes do Portfolio123 and Trackinsight cover?
Both cover ETFs. Portfolio123 also handles stocks and closed-end funds.
Does Portfolio123 or Trackinsight have real-time data?
Portfolio123 offers real-time data, which matters if you trade actively. Trackinsight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Portfolio123 and Trackinsight?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio123 or Trackinsight connect to my broker?
Portfolio123 syncs with brokers automatically. With Trackinsight, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio123 or Trackinsight?
Both Portfolio123 and Trackinsight include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Portfolio123 or Trackinsight?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.